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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

Energy Storage Grid Equipment Transmission Buildout

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
201	UBS O'Connor Chicago, Illinois	$40.7M	-$26.6M	5	0.71%	Reduced
202	CIP Champlain Investment Partners Burlington, Vermont	$40.2M	+$5.07M	1	0.64%	Increased
203	DS Dudley & Shanley Palm Beach, Florida	$40M	+$7.88M	2	8.04%	Increased
204	Two Sigma Advisers New York	$39.7M	-$10.5M	9	0.31%	Reduced
205	Emerald Advisers Leola, Pennsylvania	$39.4M	-$13.8M	4	2.09%	Reduced
206	SCM SKBA Capital Management San Francisco, California	$38.9M	+$3.13M	1	2.99%	Increased
207	GC GMT Capital Atlanta, Georgia	$38.5M	-$10.3M	1	0.95%	Reduced
208	Mondrian Investment Partners London, United Kingdom	$38.3M	$0	1	0.62%	Maintained
209	Korea Investment Corp Seoul, South Korea	$38.3M	-$4.89M	3	0.31%	Reduced
210	ACM Argent Capital Management St Louis, Missouri	$37.6M	+$2.99M	1	1.81%	Increased
211	QAM Quentec Asset Management New York	$37.1M	+$17.2M	2	6.75%	Increased
212	US Bancorp Minneapolis, Minnesota	$37M	-$2.28M	16	0.14%	Reduced
213	Vaughan Nelson Investment Management Houston, Texas	$35.5M	-$77.5M	1	0.52%	Reduced
214	Retirement Systems of Alabama Montgomery, Alabama	$35.3M	-$354K	3	0.19%	Reduced
215	ArrowMark Colorado Holdings Denver, Colorado	$35.2M	+$6.04M	1	0.91%	Increased
216	JCM Janney Capital Management Pittsburgh, Pennsylvania	$34.6M	+$1.73M	1	1.99%	Increased
217	VCM Vision Capital Management Portland, Oregon	$34.5M	+$4.38M	2	3.97%	Increased
218	SAM Scopus Asset Management New York	$34.2M	-$14.2M	2	0.89%	Reduced
219	Gateway Investment Advisers Cincinnati, Ohio	$34M	-$10.4M	3	0.28%	Reduced
220	Nomura Asset Management Tokyo, Japan	$33.6M	-$700K	3	0.59%	Reduced
221	Apex Capital Management Dayton, Ohio	$33.2M	-$4.08M	2	0.89%	Reduced
222	RIM Rainier Investment Management Seattle, Washington	$32.7M	-$19.4M	1	0.59%	Reduced
223	MTB Mizuho Trust & Banking Tokyo, Japan	$32.6M	+$1.54M	2	0.11%	Increased
224	HCM Hahn Capital Management Walnut Creek, California	$32.4M	+$3.15M	1	3.69%	Increased
225	Davenport & Co Richmond, Virginia	$32.3M	+$509K	3	0.52%	Increased